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Finance Training


On behalf of the finance community, welcome to Virginia Tech. We are excited to have you join our team. We want to ensure that you have all of the necessary resources for success in your new role. If you need any additional information regarding these opportunities please email

Please let Accessible Technologies know if you need any reasonable accommodations to access the information for the class. If you need an alternative format of class materials, a screen magnifier, screen reader, speech input, or other assistive technology please let us know at least 2 weeks in advance to allow us time to ensure items are in place and configured correctly.


Our Fiscal Certificate Programs provide you with an opportunity to learn policy, procedures, data analytics, and presentation skills while collaborating with other finance employees around campus. 


 Register for these on demand training events to learn more about your responsibility as a finance employee! 

                                Certificate Programs

Financial Management is pleased to sponsor the Fiscal Training and Development Program aimed at providing progressive training and certifications for fiscal support staff and business managers within the university community. 

Through this robust certificate program, participants will learn higher education financial concepts, policy navigation, compliance driven practices, operational procedures, business intelligence tools, and decision making skills.  This certificate program provides comprehensive structure in ongoing professional development, an environment of continuous learning and sharing, and financial acumen.

Program Levels 

This program is designed to support all new Virginia Tech fiscal staff through a required 60-day program to provide immediate exposure to basic information, build a network of contacts, and create a mindset of continuous learning and sharing through a curriculum focused on operations, critical concepts, compliance, collaboration, and integration of available technology.

image of a digital badge that reads Introduction to Fiscal Support

Build an advanced level of collaboration and solution-sharing among fiscal employees while focusing on compliance driven practices, ethics, practical solutions, initiative, adaptability, and continuous learning and improvement.

image of a digital badge that reads Fiscal Support Certificate Program

Foster a shared sense of purpose and camaraderie while creating opportunities for like experiences and inclusive participation related to complex financial scenarios and decisions. Produce problem solvers who explore and recognize emerging compliance driven opportunities in the financial arena.

image of a digital badge that reads Fiscal Management Certificate Program

Deliver premier leaders with knowledge of advanced financial topics, hands-on practical experience across the campus community, skills to promote integrity and mentoring, and an in-depth understanding of the correlation between financial activities, units, and systems, while bridging the gap between theory, practice, and excellence.

image of a digital badge that reads Fiscal Leadership Certificate Program

                                On Demand Training

Finance Departments

Finance is composed of 10 departments to support university operations. Each one of these departments has a unique role in supporting the university's mission and strategic goals and objectives.The following programs are presented by the experts and are beneficial in learning your role in the finance department.

If you have any questions on training registrations, please contact

As you are learning, use the tabs titled Bursar, University Controller, Procurement and Training Team to identify learning opportunitys from that group of experts. 

The mission of the Office of Budget and Financial Planning is to provide primary support to university leadership in identifying, obtaining, and allocating resources needed to achieve the university's mission and goals of the University Strategic Plan through sound budget and management practices, extensive financial planning that supports management decision-making, and the development of innovative solutions to challenging problems.  The Office of Budget and Financial Planning is an inclusive workplace committed to promoting transparency, accountability, workforce diversity, collegiality and the use of resources in an efficient and effective manner

Located in the Student Services Center

The Bursar is an officer in charge of funds. This office collects funds for the university.

Funds include coins, currency, checks, money orders, traveler’s checks, credit cards, Hokie Passport and electronic funds transfers provided to the university, whether in exchange for goods or services or as agents for approved organizations.

The Fiscal Exchange

Maintaining Employee Addresses in Banner

Presented by Kelly Moles and Annie Harris

Employee International Travel Health & Safety Support

Presented by: Allie Oberoi, Teresa Lyons, Rebecca Folmar, and Zack Adam

Take some time to sign up for The Fiscal Exchange Channel so you never miss a learning opportunity! 

Located in the North End Center

The Controller’s Office provides fiscal services to the university and serves as the interface to external agencies on financial matters.

Specific functions include Payroll, General Accounting, Accounts Payable, Travel, Cost Accounting, Financial Reporting, and Fixed Assets.


NEW Trainings 


FINTRACS introduces a targeted review process for most fund types and is the system through which all departments are required to document their monthly reviews starting with transactions in October 2022.

Changes to university policy no. 3100 Fiscal Responsibility are forthcoming. Documenting monthly financial reviews via signing and retaining the Snapshot by Org report and supporting documentation (if applicable) will no longer be required.

We encourage your participation in training for both preparers and reviewers/approvers on the new system.

Please sign up at the link below: 

Located in the North End Center

The Office of Sponsored Programs (OSP)  functions as the steward of Virginia Tech's sponsored activity portfolio and is responsible for ensuring that all research proposals and projects comply with university, federal, state, and sponsor regulations, policies, and procedures. 


Topic: ORCiD and SciENcv:  Keeping your NSF documents compliant

Presenter: Lauren Magruder, Director of Pre-Award
Audience: Principal Investigators, Department Personnel
Date: October 12, 2023
Time: 10:00-11:00 AM
Where: Kelly Hall, Room 310 and via Zoom

Description: NSF has partnered with the National Institutes of Health to use SciENcv: Science Experts Network Curriculum Vitae as an NSF-approved format for use in preparation of the Biosketch and Current and Pending support sections of an NSF proposal. Adoption of a single, common researcher profile system for federal grants reduces administrative burden for researchers. SciENcv will produce NSF-compliant PDF versions of the Biosketch and Current and Pending support formats. Proposers must save this document and submit it as part of their proposal via Individuals who have an Open Researcher and Contributor ID (ORCiD) can import ORCiD information into SciENcv to create and update documents more efficiently.

Currently, principal investigators can prepare their Biosketch and Current and Pending (Other) Support information using either of two NSF-approved formats: SciENcv or NSF Fillable PDF. Beginning October 23, 2023, the NSF Fillable PDF option will go away and the SciENcv formats will be required. Join OSP for this session to learn how to prepare for the change.

Registration Links:
Title: Solving the Mystery of Cost Share: Best Practices for Faculty and the Department
Audience: Principal Investigators, Business Managers, Human Resources, and Fiscal Staff
Presenters: Michelle Berg, Megan Moore, Nevada Davis
Date: November 8, 2023
Time: 10:00-11:30 AM
Place: TBD

Description: In this session, cost sharing rules and best practices will be discussed across the full life cycle of a project--from pre-award budgeting through post-award spending and account monitoring. Cost sharing can be a difficult concept to understand for PIs and departmental fiscal administrators alike, so it will first be defined in detail, including defining other, non-standard types of cost sharing and sources of cost share funding. The speakers will also highlight Virginia Tech resources and systems that make managing cost sharing easier. Time will be given at the end for audience members to ask questions and troubleshoot their cost-sharing problems with the speakers.

Registration Links